Welcome to My Web Site
As a potential client, you are entitled to know how I go about helping you, what my background is, how I am compensated, and who comprises the Atlanta Planning Group. The Atlanta Planning Group is an independently managed, full service financial firm dedicated to helping our clients build financial security, manage their wealth, and optimize employee benefits.
We provide access to a wide range of financial products and services for professionals, executives, business owners, and individuals in need of competent business planning and unbiased advice I work to serve my clients' best interest in one or more of the following areas:
- IRA Rollovers
- Retirement Planning
- Employee Benefit Plans
Please call 404-816-1153 ext. 306 for a confidential consultation without cost or obligation. Thank you.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Five creative (and inexpensive) ideas for motivating your employees.
Couples may be able to head off many of the problems in a marriage that money can cause.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Term insurance is the simplest form of life insurance. Here's how it works.
A four-step framework for building a personal legacy.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you died, what would happen to your email archives, social profiles and online accounts?
You’ve made investments your whole life. Work with us to help make the most of them.
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.